Jerry Yang's Simple Strategy to Save Yahoo: Start Page
Jerry Yang used his CES speech to hammer home his overall strategy for saving Yahoo (YHOO, as well as Yahoo's new mobile enhancements, which we've already analyzed). Give the man points for clarity and simplicity! The strategy can be boiled down to two words: start page.
Although not a new concept--Jerry introduced the strategy on the Q3 earnings call--the Start Page mantra has now been elevated to the status of "CORE MESSAGE." And it's not a bad one. It's simple, memorable, and a return to Yahoo's directory roots. It emphasizes Yahoo's core value proposition: The place to go to...start. Importantly, it also promises to give Yahoo's management the ability to vaporize whole buildings full of excess, non-start-page-related activities, thus reducing the company's bloated cost structure.
Will "Start Page!" stop Yahoo's loss of search market share to Google, the Internet's other start page? No. Unfortunately, we are resigning ourselves to the likelihood that Google will eventually have 75%+ of the world's search queries and that Yahoo's share will continue to decline. But, thankfully for Yahoo, there is more to a start page than a search box.
See Also:
Yahoo Exec To Google; Yahoo to Zero?
Fat Yahoo (Finally) Begins to Cut Bloat
Yahoo Turnaround Step 2: Layoffs
Although not a new concept--Jerry introduced the strategy on the Q3 earnings call--the Start Page mantra has now been elevated to the status of "CORE MESSAGE." And it's not a bad one. It's simple, memorable, and a return to Yahoo's directory roots. It emphasizes Yahoo's core value proposition: The place to go to...start. Importantly, it also promises to give Yahoo's management the ability to vaporize whole buildings full of excess, non-start-page-related activities, thus reducing the company's bloated cost structure.
Will "Start Page!" stop Yahoo's loss of search market share to Google, the Internet's other start page? No. Unfortunately, we are resigning ourselves to the likelihood that Google will eventually have 75%+ of the world's search queries and that Yahoo's share will continue to decline. But, thankfully for Yahoo, there is more to a start page than a search box.
See Also:
Yahoo Exec To Google; Yahoo to Zero?
Fat Yahoo (Finally) Begins to Cut Bloat
Yahoo Turnaround Step 2: Layoffs
i hope you don't just disapper after the earnings announcement, Stone. i'd like to see your reaction/response here.
Panama, Behavioral Targeting, Search, Ad Networks, Flickorization, Yahoo Publisher Network, The Right Media Exchange, The Newspaper Consortium, etc.
None of it is working. I still believe they are very close to a BIG miss of a quarter, and it will be devastating when it happens.